Comparison of DFA and Vanguard *
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12-Nov-2018Rtn onTotal Trailing Return in %
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FundTicker11/12/18YTD4 wk1-yr3-yrs5-yrsYieldExp
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U.S. Large-cap Blend
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Vanguard 500 Index Fund Admiral SharesVFIAX-1.9710.53FALSE0.74FALSE18.30TRUE18.06TRUE13.77TRUE1.720.04FALSE
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Vanguard Large Cap Index Fund Admiral SharesVLCAX-1.9710.49FALSE0.67FALSE18.22FALSE17.91FALSE13.59FALSE1.690.05FALSE
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DFA U.S. Large Company PortfolioDFUSX-1.9910.55TRUE0.76TRUE18.27FALSE18.06TRUE13.74FALSE1.620.08TRUE
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U.S. Large-cap Value
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Vanguard Value Index Fund Admiral SharesVVIAX-1.406.17FALSE0.27TRUE13.83TRUE16.66TRUE12.30TRUE2.300.05FALSE
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DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVX-1.663.60FALSE-0.48FALSE11.78FALSE16.43FALSE11.68FALSE1.750.27TRUE
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Vanguard Windsor™ II Fund Admiral™ SharesVWNAX-1.576.21TRUE0.26FALSE12.85FALSE14.55FALSE10.58FALSE1.840.26FALSENot an index fund, actively managed
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U.S. Mid-cap
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Vanguard Mid-Cap Index Fund Admiral SharesVIMAX-1.747.37TRUE-0.60TRUE13.92TRUE14.52TRUE11.61TRUE1.350.05FALSE
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Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAX-1.143.10FALSE-1.06FALSE9.79FALSE13.85FALSE11.42FALSE1.920.07TRUE
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U.S. Small-cap Blend
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Vanguard Small-Cap Index Fund Admiral SharesVSMAX-1.8411.04FALSE-1.22FALSE16.96FALSE16.75FALSE11.45FALSE1.300.05FALSE
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Vanguard Explorer Fund Admiral SharesVEXRX-2.2921.28TRUE-0.22TRUE29.01TRUE20.53TRUE12.87TRUE0.370.32FALSENot an index fund, actively managed
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DFA U.S. Small Cap Portfolio Institutional ClassDFSTX-1.848.80FALSE-2.05FALSE13.06FALSE15.85FALSE10.81FALSE0.870.37FALSE
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DFA U.S. Micro Cap Portfolio Institutional ClassDFSCX-1.7011.29FALSE-1.93FALSE14.40FALSE17.56FALSE11.43FALSE0.620.52TRUE
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U.S. Small-cap Value
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Vanguard Small Cap Value Index Fund Admiral SharesVSIAX-1.306.38FALSE-1.80TRUE11.29TRUE15.59FALSE11.44TRUE1.790.07FALSE
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DFA U.S. Small Cap Value Portfolio Institutional ClassDFSVX-1.746.46TRUE-3.17FALSE9.82FALSE14.659.29FALSE0.760.52TRUE
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U.S. REIT
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Vanguard Real Estate Index Fund Admiral SharesVGSLX0.030.52FALSE-2.84FALSE2.06FALSE7.70FALSE8.45FALSE3.470.12FALSE
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DFA Real Estate Securities Portfolio Institutional ClassDFREX0.032.27TRUE-2.62TRUE4.53TRUE8.61TRUE9.20TRUE3.000.18TRUE
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Int'l REIT
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Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares
VGRLX-0.82-5.47FALSE-2.90FALSE0.37FALSE8.06TRUE3.99FALSE4.960.14FALSE
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DFA International Real Estate Securities Portfolio Institutional Class
DFITX-0.81-2.31TRUE-2.12TRUE4.29TRUE5.84FALSE4.34TRUE4.270.28TRUE
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Int'l Total Market (inclued Emerging Market)
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Vanguard FTSE All-World ex-US Index Fund Admiral Shares
VFWAX-1.63-2.86TRUE-0.58TRUE2.38TRUE10.634.272.940.11FALSE
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DFA World ex U.S. Core Equity Portfolio Institutional Class Shares
DFWIX-1.75-4.79FALSE-1.09FALSE1.13FALSE--2.390.38TRUE
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Int'l Developed Markets
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Vanguard Developed Markets Index Fund Admiral Shares
VTMGX-1.63-1.60TRUE-0.21TRUE3.30TRUE10.40FALSE4.70FALSE3.050.07FALSE
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DFA International Core Equity Portfolio Institutional Class
DFIEX-1.87-2.70FALSE-0.47FALSE2.38FALSE11.46TRUE5.38TRUE2.570.30TRUE
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FALSE
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Int'l Large-cap Blend
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Vanguard FTSE All-World ex-US Index Fund Admiral Shares
VFWAX-1.63-2.86FALSE-0.58FALSE2.38FALSE10.63FALSE4.14FALSE2.940.11FALSE
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Vanguard International Growth Fund Admiral SharesVWILX-2.452.54TRUE-2.36FALSE7.63TRUE17.91TRUE8.42TRUE0.810.32TRUENot an index fund, actively managed
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DFA Large Cap International Portfolio Institutional ClassDFALX-1.62-0.98FALSE-0.21TRUE3.57FALSE10.34FALSE4.35FALSE2.710.24FALSE
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Int'l Large-cap Value
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Vanguard International Value Fund Investor SharesVTRIX-1.76-2.86TRUE-0.41FALSE2.59TRUE10.56FALSE3.76FALSE1.930.40FALSE
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DFA International Value Portfolio Institutional ClassDFIVX-1.73-3.35FALSE0.29TRUE2.47FALSE11.45TRUE3.90TRUE3.180.43TRUE
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Int'l Small Cap
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Vanguard FTSE All-World ex-US Small Capital Index Fund Investor Shares
VFSVX-1.97-4.72FALSE-1.92FALSE1.26FALSE10.68FALSE5.20FALSE2.710.25FALSE
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Vanguard International Explorer Fund Investor SharesVINEX-2.48-4.93FALSE-1.65FALSE1.05FALSE11.28FALSE7.99TRUE2.090.38FALSENot an index fund, actively managed
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DFA International Small Company Portfolio Institutional Class
DFISX-2.13-3.45TRUE-1.05FALSE1.52TRUE12.20TRUE7.05FALSE2.050.53FALSE
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DFA International Small Cap Value Portfolio Institutional Class
DISVX-2.00-6.58FALSE-0.33TRUE-2.45FALSE10.64FALSE6.56FALSE2.380.68TRUE
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Int'l Emerging Markets
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Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX-1.59-8.84TRUE-2.64FALSE-2.21FALSE11.13FALSE2.78FALSE2.610.14FALSE
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DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX-1.55-9.46FALSE-2.45FALSE-1.48TRUE12.53TRUE3.42TRUE2.050.53TRUE
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DFA Emerging Markets Portfolio Institutional ClassDFEMX-1.69-13.54FALSE-2.11TRUE-10.97FALSE7.78FALSE1.90FALSE2.190.48FALSE
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Int'l Emerging Markets Value & Small Cap
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DFA Emerging Markets Value Portfolio Institutional Class
DFEVX-1.54-5.13TRUE-0.75TRUE3.32TRUE15.63TRUE3.42FALSE2.370.57FALSE*
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DFA Emerging Markets Small Cap Portfolio Institutional Class
DEMSX-1.50-12.58FALSE-3.44FALSE-3.94FALSE11.08FALSE4.55TRUE2.410.73TRUE*
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* No Corresponding Vanguard Fund
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